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Full Version: Is a Roth IRA subject to maximum limitation of its FMV and is it subje
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FIFO_kid
I am single 36yr old and the value of my Roth IRA has ballooned from the boom in technology stocks. I converted it 2 years ago at 176K to pay for the conversion I sold a principle residence at a gain and moved into a smaller place.

What is the maximum limitation to the value a Roth can be worth and will it be subject to excess distribution taxes and will my taxable 401 K be included in the calculation?
BPickerCPA
There are currently no limitations.

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Barry Picker, CPA/PFS, CFP
New York, NY
www.BPickerCPA.com
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